See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,097 | $31,310+60.0% | $53,898-7.1% | $74,304-32.6% |
| Participation rate | 63.4% | 30.7%+32.7pp | 55.0%+8.4pp | 60.3%+3.0pp |
| Annual return | 16.80% | 23.16%-6.4pp | 528.60%-511.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,071 | $450+360.5% | $932+122.2% | $2,241-7.6% |
| Participant deferral / active EE | $3,264 | $934+249.4% | $1,826+78.7% | $3,767-13.4% |
| Admin fee / account holder | $3,694 | $2,175+69.8% | $2,491+48.3% | $2,969+24.4% |